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Waterstone Mortgage Corporation

Independent Mortgage Company|Pewaukee, WI|National
Loans Originated
6,322
Applications
8,642
Volume
$2 billion
Offers loans directly to consumers
Overall Pricing
Mediocre
Overall Pull Through
Strong

Pricing and Pullthrough Overview

Average Rate Spread
+0.505%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$4,303
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
73.2%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Strong pull through performance
  • Particularly strong in Conventional and FHA and VA and Jumbo and USDA loans
  • Nationwide availability with consistent service

Things to Think About

  • Rates typically 51 basis points above market average
  • Higher than average fees ($4,303)

Report Card

Waterstone Mortgage Corporation performance at a glance

CategoryRatingGradeDetails
Pricing
Rate competitiveness
MediocreBelow peers
Pull Through
Closing Strength
StrongHighly Competitive
Products
Loan Type Specialists
Specialization score by loan product
Conventional
ExceptionalMarket Leader
FHA
ExceptionalMarket Leader
VA
ExceptionalMarket Leader
Jumbo
StrongHighly Competitive
USDA
ExceptionalMarket Leader
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
ExceptionalMarket Leader
Refinance
StrongHighly Competitive
Places
Geographic coverage
StrongNational · 50 metro areas · 48 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$321,787
Average Borrower Income
$131,102
Average Property Value
$403,749

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Exceptional
Mediocre
Strong
3,95162.5%+0.440%$4,159
FHA Loans
Sound
Exceptional
Mediocre
Exceptional
1,69226.8%+0.862%$4,635
VA Loans
Sound
Exceptional
Mediocre
Strong
5648.9%-0.010%$4,748
Jumbo Loans
Sound
Strong
Acceptable
Sound
580.9%+0.404%$3,109
USDA Loans
Sound
Exceptional
Mediocre
Strong
570.9%+0.454%$3,772

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Exceptional
Mediocre
Strong
5,84492.4%+0.514%$4,307
Refinance
Acceptable
Strong
Mediocre
Sound
4787.6%+0.408%$4,254

Geographic Coverage

Metro Areas
49
States Served
48
We count Washington DC as a state
Avg Place Specialization
Strong

States with Loan Originations

AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVOHOKORPARISCSDTNTXUTVAVTWAWIWV

Top Metro Areas by Place Specialization Score

1
Albuquerque, NM, NMMSA
Volume: 1,030Mix: 16.29%
Place Specialization
Exceptional
2
Santa Fe, NM, NMMSA
Volume: 98Mix: 1.55%
Place Specialization
Exceptional
3
Farmington, NM, NMMSA
Volume: 49Mix: 0.78%
Place Specialization
Exceptional
4
Deltona, FLMSA
Volume: 301Mix: 4.76%
Place Specialization
Exceptional
5
Crestview, FLMSA
Volume: 118Mix: 1.87%
Place Specialization
Strong
6
Orlando, FLMSA
Volume: 369Mix: 5.84%
Place Specialization
Strong
7
Las Cruces, NM, NMMSA
Volume: 100Mix: 1.58%
Place Specialization
Strong
8
Blacksburg, VAMSA
Volume: 61Mix: 0.96%
Place Specialization
Strong
9
Tulsa, OK, OKMSA
Volume: 265Mix: 4.19%
Place Specialization
Strong
10
Odessa, TX, TXMSA
Volume: 69Mix: 1.09%
Place Specialization
Strong
Showing 10 of 49 metro areas

Top States by Place Specialization Score

1
NMState
Volume: 1,432Mix: 22.65%
Place Specialization
Exceptional
2
FLState
Volume: 1,343Mix: 21.24%
Place Specialization
Strong
3
OKState
Volume: 336Mix: 5.31%
Place Specialization
Strong
4
WIState
Volume: 352Mix: 5.57%
Place Specialization
Strong
5
AZState
Volume: 367Mix: 5.81%
Place Specialization
Strong
6
VAState
Volume: 299Mix: 4.73%
Place Specialization
Strong
7
TXState
Volume: 495Mix: 7.83%
Place Specialization
Strong
8
IDState
Volume: 172Mix: 2.72%
Place Specialization
Strong
9
KSState
Volume: 99Mix: 1.57%
Place Specialization
Strong
10
MOState
Volume: 171Mix: 2.70%
Place Specialization
Strong
Showing 10 of 35 states

How We Rank Lenders

Our rankings use geometric mean scoring across equally-weighted categories. This rewards lenders who perform consistently well across all metrics, not just excel in one area.

Our Point System (Max 30 Points)

10
Pricing
Rate and fee competitiveness (33%)
10
Pull Through
Reliability in closing loans (33%)
10
Product
Specialization in the loan type (33%)
💎
Champion(80%+ = 24-30 points)
Superstar(60-79% = 18-23 points)

Data Integrity & Updates

Data is updated quarterly based on the latest HMDA filings and proprietary SafeRate analysis. All metrics are calculated using standardized methodologies to ensure fair comparison across lenders.

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